smallcase Rationales

Blogs that provide a detailed understanding of the methodology & process behind building individual smallcases

Consumption Stocks with Popular Brands

Brands – A Grand Way to Invest

Invest in the consumption theme by becoming a shareholder of companies that own popular brands like Royal Enfield and Tanishq with the Brand Value smallcase

High Dividends with Smart Beta

This smallcase applies the Smart Beta methodology to screen for & invest in high-dividend yield stocks to generate superior risk-adjusted returns

The Great Indian Consumption Story

Invest in the consumption theme with a portfolio of stocks that will benefit as India’s middle class grows bigger, becomes richer, and increases its consumption